TechTalk

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

In this techtalk

See how your business could benefit as our Financial Planning team
looks at a range of topics on retirement planning and protection.

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Own Company? Benefits of Employer Pension Contributions

We explain how clients working through their own limited companies can use employer pension contributions as part of a tax-efficient remuneration mix along with salary and dividends in 2021/22.

CARRY FORWARD

A brief reminder of the carry forward rules as we begin to approach tax year end. 

INTERGENERATIONAL PLANNING & DEATH BENEFIT NOMINATIONS

The importance of pension death benefit nominations for intergenerational financial planning.

REGISTERING NON-TAXABLE TRUSTS

We explain the key points of the new requirement to register many non-taxable express trusts with HMRC’s Trust Registration Service.

VULNERABILITY THROUGH THE GENERATIONS

Drivers of vulnerability go far beyond a person’s age. We explore this topic in the context of intergenerational planning and suggest useful tools and techniques that advisers can consider.

THE BUSINESS PROTECTION CONUNDRUM

A call for advisers to engage and shift the dial on taking advantage the business protection opportunity.

PENSIONS SALARY EXCHANGE

A detailed look at salary exchange for advisers working in the workplace pensions market.

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